The Sutkin Arkwright Harvey Group, which led William Blair’s Private Wealth Management expansion into New York City, has deep cross-generational experience in wide-ranging areas of finance and is dedicated to excellence in the customized investment strategies it provides to individuals, families, not-for-profits, foundations, and endowments.

As of September 30, 2024 *Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

Information contained on the internet is not subject to William Blair & Company's control or review, and may not be accurate.

Building a portfolio involves countless decisions. But none is more important than how you allocate your wealth across asset classes. This white paper describes the process of developing a customized asset-allocation strategy, achieving meaningful diversification across and within asset classes, and monitoring allocations and reviewing portfolios.

The team combines decades of investment experience with William Blair’s acclaimed equity research and vast wealth planning resources to deliver a superior customer experience with proven results. With communication as the foundation of the team’s process, its priority is to truly understand its clients’ needs and risk tolerance, a critical step in helping clients achieve their unique goals within their total financial picture.

This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor's objectives, guidelines, and restrictions.

We cannot complete your request due to a technical difficulty. You may return to the previous page or go to the homepage and explore other options. For immediate assistance please call us.

Across sectors, we have seen accelerated adoption of technology, business opportunity, and a deglobalized environment. Learn from our experts what this evolution means for a post-pandemic world.

As of September 30, 2024 *Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets. More about William Blair affiliated entities

Across sectors, we have seen accelerated adoption of technology, business opportunity, and a deglobalized environment. Learn from our experts what this evolution means for a post-pandemic world.

As we commemorate the 10th anniversary of the William Blair Veterans’ Alliance, we reflect on a decade of duty, honor, and service.

William Blair acted as financial advisor to Process Sensing Technologies, a portfolio company of AEA Investors, in connection with its sale to DwyerOmega, a portfolio company of Arcline Investment Management.

William Blair acted as the exclusive financial advisor to Morgan Stanley Capital Partners (MSCP) in connection with its acquisition of FoodScience, a portfolio company of Wind Point Partners.

529 plan account owners or beneficiaries can roll over 529 plans into a beneficiary-owned Roth IRA tax-free and penalty-free as of January 1, 2024, subject to certain limitations.